Brian Portnoy

From complex to simple in money and beyond.

Brian Portnoy

  • Brian Portnoy, Ph.D., CFA, is the author of two books -- The Investor's Paradox and The Geometry of Wealth -- which simplify the complex world of money. Both suggest that in a noisy world of too much information and too much choice, achieving simplicity is a difficult task, but one that is worthwhile. Money is an overwhelming and stressful topic, but better outcomes are quite achievable with just a few key concepts and a bit of planning. 
  • Currently the Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform, Brian works with financial advisors and individual investors to make smarter decisions and achieve better life outcomes. In speaking with with thousands of investors as both keynote speaker and seminar leader, Brian emphasizes the practical benefits of understanding the intersection of human psychology and modern capitalism.
  • For the past two decades, Brian has worked throughout the hedge fund and mutual fund industries. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. Across those positions, he has demonstrated a passion for cutting through the jargon of modern finance and helping investors meet their goals. 
  • Brian has spoken to audiences throughout the U.S., Europe, and Asia about about investment strategy and decision-making. He was asked by the U.S. Securities and Exchange Commission, as part of its Leading Authors series, to lecture on the history and future of complex investments. Brian has done extensive media work and has appeared on CNBC and in The Wall Street Journal and USA Today. He writes an investment column for Forbes.com.
  • After graduating from the University of Michigan, Brian pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Economic Club of Chicago.
  • Brian lives with his wife and three children on the north side of Chicago.